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Disclosery

Spectrum Wealth Counsel, LLC: AVGO position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Spectrum Wealth Counsel, LLC on AVGO, newest first. How the timeline and the estimate are built.

Spectrum Wealth Counsel, LLC held 58,499 AVGO shares at 2025-03-31 per its 13F-HR filed 2025-05-07.

the latest 13F is the newest step

  1. period ended2025-03-31
    13F 58,499 shares
    Change vs previous 13F -29,151 shares

    1.18% of the 13F portfolio, value $9,794,475.

    13F-HR 0001483467-25-000006 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-12-31
    13F 87,650 shares
    Change vs previous 13F -947 shares

    2.39% of the 13F portfolio, value $20,320,867.

    13F-HR 0001762294-25-000004 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-09-30
    13F 88,597 shares
    Change vs previous 13F +79,488 shares

    1.81% of the 13F portfolio, value $15,282,969.

    13F-HR 0001762294-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-06-30
    13F 9,109 shares
    Change vs previous 13F -367 shares

    1.85% of the 13F portfolio, value $14,625,143.

    13F-HR 0002011274-24-000007 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-03-31
    13F 9,476 shares
    Change vs previous 13F -1,891 shares

    1.54% of the 13F portfolio, value $12,559,802.

    13F-HR 0002011274-24-000005 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-12-31
    13F 11,367 shares
    Change vs previous 13F not available

    1.76% of the 13F portfolio, value $12,688,508.

    13F-HR 0002011274-24-000001 filed by Spectrum Wealth Counsel, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).